How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Trinity Financial Advisors

13F Portfolio OverlapQ1 2026Trinity Financial Advisors portfolio →

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Most similar hedge funds by 13F overlap

Trinity Financial Advisors LLC is an institutional investor managing $389M across 95 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Trinity Financial Advisors are McGlone Suttner Wealth ,, ELEVATE WEALTH ADVISORY,, Petersen Hastings Wealth Advisors, with shared positions in $NKE, $KKR, $DDOG, $WFC, $SO, $COP. The full ranking of 25 similar funds is below.

#1McGlone Suttner Wealth Management, Inc.Active

Notable overlap · 3 shared positions

$NKE $KKR $DDOG

$755M

189 positions

#2ELEVATE WEALTH ADVISORY, INCActive

Notable overlap · 5 shared positions

$NKE $DDOG $KKR $WFC $SO

$158M

125 positions

#3Petersen Hastings Wealth Advisors Inc.Smart money

Notable overlap · 3 shared positions

$NKE $DDOG $COP

$1.1B

81 positions

#4Capstone Wealth Management, LLCActive

Notable overlap · 3 shared positions

$NKE $HBAN $SO

$143M

50 positions

#5Wealth Management NebraskaSmart money

Notable overlap · 4 shared positions

$NKE $COP $KKR $SO

$987M

100 positions

#6Lauterbach Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$NKE $WFC $PANW

$205M

79 positions

#7DiNuzzo Private Wealth, Inc.Active

Notable overlap · 3 shared positions

$NKE $COP $KKR

$928M

1,345 positions

#8Squire Investment Management Company, LLCActive

Notable overlap · 3 shared positions

$NKE $PANW $GLW

$360M

76 positions

#9KEB ASSET MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$NKE $SO $UNP

$522M

97 positions

#10G2 CAPITAL MANAGEMENT, LLC / OHSmart money

Notable overlap · 4 shared positions

$NKE $WFC $KKR $HBAN

$411M

73 positions

#11ECLECTIC ASSOCIATES INC /ADVActive

Notable overlap · 3 shared positions

$NKE $DDOG $WFC

$753M

159 positions

#12Cedar Point Capital Partners, LLCPassive

Notable overlap · 3 shared positions

$NKE $COP $WFC

$154M

71 positions

#13Evanson Asset Management, LLCActive

Notable overlap · 4 shared positions

$NKE $DDOG $KKR $COP

$1.9B

321 positions

#14Tillman Hartley LLCActive

Notable overlap · 3 shared positions

$NKE $COP $WFC

$398M

88 positions

#15BAKER BOYER NATIONAL BANKSmart money

Notable overlap · 3 shared positions

$NKE $DDOG $UNP

$333M

91 positions

#16Sterling Financial Planning, Inc.Active

Notable overlap · 4 shared positions

$NKE $KKR $DDOG $COP

$337M

117 positions

#17Disciplined Investments, LLCPassive

Notable overlap · 3 shared positions

$NKE $DDOG $COP

$279M

141 positions

#18CLUNE & ASSOCIATES, LTD.Passive

Notable overlap · 4 shared positions

$NKE $COP $KKR $DDOG

$532M

162 positions

#19Foster Group, Inc.Active

Notable overlap · 4 shared positions

$NKE $DDOG $COP $WFC

$3.4B

284 positions

#20Altiora Financial Group, LLCActive

Notable overlap · 3 shared positions

$NKE $DDOG $COP

$607M

110 positions

#21McLean Asset Management CorpActive

Notable overlap · 3 shared positions

$NKE $SO $ASML

$572M

165 positions

#22DeLarme Wealth Management, Inc.Active

Notable overlap · 3 shared positions

$NKE $DDOG $KKR

$155M

63 positions

#23LANDAAS & CO /WI /ADVActive

Notable overlap · 3 shared positions

$NKE $DDOG $ASML

$456M

130 positions

#24Navigate Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$NKE $DDOG $COP $SO

$142M

72 positions

#25Apeiron RIA LLCPassive

Notable overlap · 3 shared positions

$NKE $KKR $DDOG

$431M

204 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.